HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$789K
3
+$455K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$432K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$401K

Top Sells

1
+$668K
2
+$281K
3
+$251K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$189K
5
NFLX icon
Netflix
NFLX
+$177K

Sector Composition

1 Industrials 15.63%
2 Technology 13.79%
3 Healthcare 10.66%
4 Consumer Staples 10.62%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25K 0.01%
75
227
$25K 0.01%
700
228
$24K 0.01%
524
+35
229
$24K 0.01%
4,800
230
$23K 0.01%
200
231
$22K 0.01%
200
232
$22K 0.01%
445
233
$22K 0.01%
1,755
234
$21K 0.01%
99
235
$21K 0.01%
80
236
$21K 0.01%
732
237
$21K 0.01%
475
238
$20K 0.01%
+496
239
$20K 0.01%
744
240
$20K 0.01%
450
241
$17K 0.01%
184
242
$17K 0.01%
601
+351
243
$16K ﹤0.01%
642
244
$16K ﹤0.01%
5,000
245
$16K ﹤0.01%
1,192
246
$15K ﹤0.01%
880
247
$14K ﹤0.01%
400
248
$14K ﹤0.01%
336
249
$14K ﹤0.01%
400
250
$13K ﹤0.01%
+50
8 9
10
11 12